Confirmed
Income, savings, what's automated and what isn't. No documents needed. Just talk me through it.
What life actually looks like once the money is running properly. Most high earners are missing a few key pieces that keep them from getting there, and I'll walk you through what yours might be.
If I am, I'll show you exactly how the engagement works and what it costs. If I'm not, I'll tell you that too.
If you have a partner, both of you need to be on this call. Not one of you taking notes and reporting back. Money decisions made by one person get quietly undone by the other, and I've watched good plans die in a kitchen conversation I wasn't part of. If your partner can't make this time, reschedule below rather than going alone. If you're on your own, you're all set as is.
Every registered investment adviser has to give you this. It's the disclosure brochure: my fees, my background, how I'm regulated, and anything that could conflict with your interests. It's long because it's required to be. Skim it, and I'll answer anything in it on the call.
Also filed publicly with the SEC's adviser database.
Receipt recorded
Filed to your record. Nothing else to do before we talk.